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Best Practices for CRM Implementation in Higher Education

Learn about adopting CRM in HEIs and FECs, explore process mapping, pitfalls to avoid, key challenges, and considerations. Discover methodologies and tools to enhance relationship management.

peter-mendez
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Best Practices for CRM Implementation in Higher Education

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  1. The Processes and Pitfalls to Adopting CRM

  2. Context • JISC Relationship Management Programme http://www.jisc.ac.uk/whatwedo/programmes/bce/relationshipmanagement.aspx • July 2009-April 2010 • Two strands, plus SAS: • CRM – 13 projects • SLRM (Student Lifecycle Relationship Management) – 7 projects • JISC CETIS RMSAS (Relationship Management Support, Analysis & Synthesis) Project • BCE (Business & Community Engagement)

  3. Processes: Self Analysis Framework • SAF (Self Analysis Framework) http://jisc.cetis.ac.uk/crm-tools/ • Sections include: • What is CRM? • The needs of HEIs and FECs • Who are your customers? • Where are you now? • Are you ready for change? • Process mapping • Which CRM?

  4. Processes: Information Gathering • Various methods • To: • Find out how a process works • Find out who does what • Identify needs and BI requirements • Foster support Warning: This will take much, much longer than expected!

  5. Processes: Modelling • Model the current “as is” state • Communication tool • Only model as much as you need Don’t forget to stop

  6. http://partnerview.files.wordpress.com/2010/01/contact-management-process-notes-map2.pdfhttp://partnerview.files.wordpress.com/2010/01/contact-management-process-notes-map2.pdf

  7. Pitfalls: Key Challenges • 1: Buy-in • Shared vision • CRM strategy • 2: Cultural change • Data sharing (big issue) • Fears • Understanding Warning: The amount of buy-in may affect the success of the CRM approach

  8. Pitfalls: Other Considerations • Cleanliness of data • Staff training • Procedures and protocols • Access levels • Don’t fit the process around the system • One size doesn’t necessarily fit all • Suitability of current systems • Keep up the momentum!

  9. Further Information • Synthesis Report • JISC CETIS Relationship Management http://jisc.cetis.ac.uk/support/relationship-management • Twitter tag #rminhe • Contact: Sharon Perry, s.perry@bolton.ac.uk

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